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NCR Atleos Corp shares owned by United Financial Planning Group

Quarter-by-quarter ownership of NCR Atleos Corp (NATL) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in NCR Atleos Corp

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All positions including NCR Atleos Corp held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NCR Atleos Corp by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1k 95 43.58

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding NCR Atleos Corp

BlackRock
Vanguard Group
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Engine Capital Management
Victory Capital Management
FMR
Hanna Zanoni
Bank of America Corporation
Geode Capital Management
Dimensional Fund Advisors
Alta Fox Capital Management
Coliseum Capital Management
Charles Schwab Investment Management

View all funds holding NCR Atleos Corp